Go to Reports , then Standard reports (Take me there).

Select Review Summary.

Choose a time frame and the accounting method for your summary.

Select Edit and export to PDF.

Make any changes to the text of the summary. Remove any widgets or recommendations you don’t want.

Select Generate PDF to create your customized summary.

A summary of:

Data analysis to help you understand your reports, budgets, and forecasts.

Detailed breakdowns of your financial data, including:

The ability to drill down into specific areas, such as income by customer or class.

Daily updates to your financial data (you can also refresh manually).

Comparisons to industry standards, your goals, or budgets.

Recommendations to help you increase income and reduce expenses.

Monthly performance summaries across multiple entities that give a parent-level view of performance. This reduces manual consolidation effort and enables more confident decision-making for complex organizations.

Contextualization of actuals against budgets, goals and forecasts—including balance sheet forecasting—helping CFOs identify potential deviations earlier and course-correct with confidence.

Shortens analysis cycles and improves day-to-day productivity.